Good onboarding flow, but one step felt slightly out of sequence
The training and onboarding process was generally well organized, with the steps in a reasonable order that helped me get comfortable with the software by stages. I appreciated how the call dialer and database features were introduced early, giving me hands-on practice almost immediately. The automatic updates were explained clearly, and I liked how they mostly happened in the background without interfering with work. However, I felt the initial session about billing and payment setup came a little late in the process, after I’d already fiddled with invoices myself. It would have been better to cover that sooner, as it would have saved some confusion. The telephonic support was easy enough to access, and helped clarify a few questions promptly. Overall, the training setup was positive with a small reservation about the billing information placement, but it provided a solid foundation for using the software.